US12353864B2 - Common platform for implementing RPA services on customer premises - Google Patents
Common platform for implementing RPA services on customer premises Download PDFInfo
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- US12353864B2 US12353864B2 US17/449,096 US202117449096A US12353864B2 US 12353864 B2 US12353864 B2 US 12353864B2 US 202117449096 A US202117449096 A US 202117449096A US 12353864 B2 US12353864 B2 US 12353864B2
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F8/00—Arrangements for software engineering
- G06F8/60—Software deployment
- G06F8/61—Installation
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- G—PHYSICS
- G05—CONTROLLING; REGULATING
- G05B—CONTROL OR REGULATING SYSTEMS IN GENERAL; FUNCTIONAL ELEMENTS OF SUCH SYSTEMS; MONITORING OR TESTING ARRANGEMENTS FOR SUCH SYSTEMS OR ELEMENTS
- G05B19/00—Programme-control systems
- G05B19/02—Programme-control systems electric
- G05B19/18—Numerical control [NC], i.e. automatically operating machines, in particular machine tools, e.g. in a manufacturing environment, so as to execute positioning, movement or co-ordinated operations by means of programme data in numerical form
- G05B19/4155—Numerical control [NC], i.e. automatically operating machines, in particular machine tools, e.g. in a manufacturing environment, so as to execute positioning, movement or co-ordinated operations by means of programme data in numerical form characterised by programme execution, i.e. part programme or machine function execution, e.g. selection of a programme
-
- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F8/00—Arrangements for software engineering
- G06F8/70—Software maintenance or management
-
- G—PHYSICS
- G05—CONTROLLING; REGULATING
- G05B—CONTROL OR REGULATING SYSTEMS IN GENERAL; FUNCTIONAL ELEMENTS OF SUCH SYSTEMS; MONITORING OR TESTING ARRANGEMENTS FOR SUCH SYSTEMS OR ELEMENTS
- G05B2219/00—Program-control systems
- G05B2219/30—Nc systems
- G05B2219/50—Machine tool, machine tool null till machine tool work handling
- G05B2219/50391—Robot
Definitions
- FIG. 3 is an architectural diagram illustrating a simplified deployment example of an RPA system, according to an embodiment of the invention.
- each activity may include an action, such as clicking a button, reading a file, writing to a log panel, etc.
- processes may be nested or embedded.
- Some types of processes may include, but are not limited to, sequences, flowcharts, Finite State Machines (FSMs), and/or global exception handlers.
- Sequences may be particularly suitable for linear processes, enabling flow from one activity to another without cluttering a process.
- Flowcharts may be particularly suitable to more complex business logic, enabling integration of decisions and connection of activities in a more diverse manner through multiple branching logic operators.
- FSMs may be particularly suitable for large workflows. FSMs may use a finite number of states in their execution, which are triggered by a condition (i.e., transition) or an activity.
- Global exception handlers may be particularly suitable for determining workflow behavior when encountering an execution error and for debugging processes.
- conductor 104 which orchestrates one or more robots 106 that execute the processes developed in designer 102 .
- conductor 104 is UiPath OrchestratorTM.
- Conductor 220 facilitates management of the creation, monitoring, and deployment of resources in an RPA environment.
- conductor 104 is a web application.
- Conductor 104 may also function as an integration point with third-party solutions and applications.
- Conductor 104 may manage a fleet of RPA robots 106 by connecting and executing robots 106 from a centralized point.
- Conductor 104 may have various capabilities including, but not limited to, provisioning, deployment, configuration, queueing, monitoring, logging, and/or providing interconnectivity.
- Provisioning may include creation and maintenance of connections between robots 106 and conductor 104 (e.g., a web application).
- Deployment may include assuring the correct delivery of package versions to assigned robots 106 for execution.
- Configuration may include maintenance and delivery of robot environments and process configurations.
- Queueing may include providing management of queues and queue items.
- Monitoring may include keeping track of robot identification data and maintaining user permissions.
- Logging may include storing and indexing logs to a database (e.g., an SQL database) and/or another storage mechanism (e.g., ElasticSearch®, which provides the ability to store and quickly query large datasets).
- Conductor 104 may provide interconnectivity by acting as the centralized point of communication for third-party solutions and/or applications.
- Robots 106 are execution agents that run processes built in designer 102 .
- One commercial example of some embodiments of robots 106 is UiPath RobotsTM.
- Types of robots 106 may include, but are not limited to, attended robots 108 and unattended robots 110 .
- Attended robots 108 are triggered by a user or user events and operate alongside a human user on the same computing system. Attended robots 108 may help the human user accomplish various tasks, and may be triggered directly by the human user and/or by user events.
- conductor 104 may provide centralized process deployment and a logging medium.
- attended robots 108 can only be started from a “robot tray” or from a command prompt in a web application.
- Unattended robots 110 operate in an unattended mode in virtual environments and can be used for automating many processes, e.g., for high-volume, back-end processes and so on. Unattended robots 110 may be responsible for remote execution, monitoring, scheduling, and providing support for work queues. Both attended and unattended robots may automate various systems and applications including, but not limited to, mainframes, web applications, VMs, enterprise applications (e.g., those produced by SAP®, SalesForce®, Oracle®, etc.), and computing system applications (e.g., desktop and laptop applications, mobile device applications, wearable computer applications, etc.).
- mainframes web applications
- VMs virtual machines
- enterprise applications e.g., those produced by SAP®, SalesForce®, Oracle®, etc.
- computing system applications e.g., desktop and laptop applications, mobile device applications, wearable computer applications, etc.
- robots 106 install the Microsoft Windows® Service Control Manager (SCM)-managed service by default. As a result, such robots 106 can open interactive Windows® sessions under the local system account, and have the rights of a Windows® service. In some embodiments, robots 106 can be installed in a user mode with the same rights as the user under which a given robot 106 has been installed.
- SCM Microsoft Windows® Service Control Manager
- Robots 106 in some embodiments are split into several components, each being dedicated to a particular task.
- Robot components in some embodiments include, but are not limited to, SCM-managed robot services, user mode robot services, executors, agents, and command line.
- SCM-managed robot services manage and monitor Windows® sessions and act as a proxy between conductor 104 and the execution hosts (i.e., the computing systems on which robots 106 are executed). These services are trusted with and manage the credentials for robots 106 .
- a console application is launched by the SCM under the local system.
- User mode robot services in some embodiments manage and monitor Windows® sessions and act as a proxy between conductor 104 and the execution hosts.
- User mode robot services may be trusted with and manage the credentials for robots 106 .
- a Windows® application may automatically be launched if the SCM-managed robot service is not installed.
- Executors may run given jobs under a Windows® session (e.g., they may execute workflows) and they may be aware of per-monitor dots per inch (DPI) settings.
- Agents may be Windows® Presentation Foundation (WPF) applications that display the available jobs in the system tray window.
- Agents may be a client of the service. Agents may request to start or stop jobs and change settings.
- Command line is a client of the service and is a console application that can request to start jobs and waits for their output.
- Splitting robot components can help developers, support users, and enable computing systems to more easily run, identify, and track what each robot component is executing.
- special behaviors may be configured per robot component, such as setting up different firewall rules for the executor and the service.
- an executor may be aware of DPI settings per monitor in some embodiments and, as a result, workflows may be executed at any DPI regardless of the configuration of the computing system on which they were created.
- FIG. 2 shows an RPA system 200 , in accordance with one or more embodiments.
- RPA system 200 may be, or may be part of, RPA system 100 of FIG. 1 .
- client side the “server side”, or both, may include any desired number of computing systems without deviating from the scope of the invention.
- computing system 202 includes one or more executors 204 , agent 206 , and designer 208 .
- designer 208 may not be running on the same computing system 202 .
- An executor 204 (which may be a robot component as described above) runs a process and, in some embodiments, multiple business processes may run simultaneously.
- agent 206 e.g., a Windows® service
- a robot represents an association between a machine name and a username.
- a robot may manage multiple executors at the same time.
- multiple robots may be running at the same time (e.g., a high density (HD) environment), each in a separate Windows® session using a unique username.
- HD high density
- Agent 206 is also responsible for sending the status of the robot (e.g., periodically sending a “heartbeat” message indicating that the robot is still functioning) and downloading the required version of the package to be executed.
- the communication between agent 206 and conductor 212 is initiated by agent 206 in some embodiments.
- agent 206 may open a WebSocket channel that is later used by conductor 212 to send commands to the robot (e.g., start, stop, etc.).
- a presentation layer comprises web application 214 , Open Data Protocol (OData) Representative State Transfer (REST) Application Programming Interface (API) endpoints 216 and notification and monitoring API 218 .
- a service layer on the server side includes API implementation/business logic 220 .
- a persistence layer on the server side includes database server 222 and indexer server 224 .
- Conductor 212 includes web application 214 , OData REST API endpoints 216 , notification and monitoring API 218 , and API implementation/business logic 220 .
- most actions that a user performs in the interface of conductor 212 are performed by calling various APIs. Such actions may include, but are not limited to, starting jobs on robots, adding/removing data in queues, scheduling jobs to run unattended, and so on.
- Web application 214 is the visual layer of the server platform. In this embodiment, web application 214 uses Hypertext Markup Language (HTML) and JavaScript (JS). However, any desired markup languages, script languages, or any other formats may be used without deviating from the scope of the invention.
- the user interacts with web pages from web application 214 via browser 210 in this embodiment in order to perform various actions to control conductor 212 . For instance, the user may create robot groups, assign packages to the robots, analyze logs per robot and/or per process, start and stop robots, etc.
- conductor 212 also includes a service layer that exposes OData REST API endpoints 216 (or other endpoints may be implemented without deviating from the scope of the invention).
- the REST API is consumed by both web application 214 and agent 206 .
- Agent 206 is the supervisor of one or more robots on the client computer in this exemplary configuration.
- the REST API in this embodiment covers configuration, logging, monitoring, and queueing functionality.
- the configuration REST endpoints may be used to define and configure application users, permissions, robots, assets, releases, and environments in some embodiments.
- Logging REST endpoints may be useful for logging different information, such as errors, explicit messages sent by the robots, and other environment-specific information, for example.
- Deployment REST endpoints may be used by the robots to query the package version that should be executed if the start job command is used in conductor 212 .
- Queueing REST endpoints may be responsible for queues and queue item management, such as adding data to a queue, obtaining a transaction from the queue, setting the status of a transaction, etc.
- Notification and monitoring API 218 may be REST endpoints that are used for registering agent 206 , delivering configuration settings to agent 206 , and for sending/receiving notifications from the server and agent 206 . Notification and monitoring API 218 may also use WebSocket communication in some embodiments.
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- Physics & Mathematics (AREA)
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- Human Computer Interaction (AREA)
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- Automation & Control Theory (AREA)
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Abstract
Description
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Priority Applications (4)
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| JP2021576473A JP2024527637A (en) | 2021-07-27 | 2021-12-13 | A common platform for implementing RPA services on-premise for customers |
| EP21823474.8A EP4377800A4 (en) | 2021-07-27 | 2021-12-13 | COMMON PLATFORM FOR IMPLEMENTING RPA SERVICES ON SUBSCRIBER PREMISES |
| PCT/US2021/072868 WO2023009170A1 (en) | 2021-07-27 | 2021-12-13 | A common platform for implementing rpa services on customer premises |
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| WO2023009170A1 (en) | 2023-02-02 |
| JP2024527637A (en) | 2024-07-26 |
| EP4377800A1 (en) | 2024-06-05 |
| US20230032516A1 (en) | 2023-02-02 |
| EP4377800A4 (en) | 2025-04-30 |
| CN115885255A (en) | 2023-03-31 |
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